About Us: Financial Spectrum

 

We believe that the right financial advice can make the difference between a good life and a great life.

Financial Spectrum is a boutique financial planning practice based in the Sydney CBD.  We are a professional team of financial advisors and financial planners who specialise in holistic financial planning.  We are are passionate about helping our clients reach their financial potential.  We hold our own Australian Financial Services Licence number 334400.

We are a fee-based or "fee for service" financial planning firm which means our clients pay us for our time and advice, we don't receive commissions.  We are fee for service because we believe that this helps to protect clients from  potential conflicts of interest. Fee-based advisers are far better able to objectively review multiple options for wealth creation and offer you tailored solutions based on your needs now and your goals for the future. A commission-based adviser, on the other hand, may have very little incentive to recommend you anything except their own products in order to gain their commission.

Financial Spectrum was formed to meet the specific needs of investors of all ages by providing true holistic and strategic advice in a rangle of areas including:

• Financial planning
• Estate planning
• Funds management
• Insurance
• Taxation planning
• Property investment

 

Book in for your complimentary first meeting with one of our expert financial planners to see how we can help you grow your wealth.

 

Financial Spectrum is a Principal Member
of the Financial Planning Association
of Australia (FPA)